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Advantages of Independence

Discover Why Our Independence Is Your Advantage

As an independent wealth management firm Clearview financial Partners focuses solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.

  • We are an independent firm, not a wirehouse. We have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives that may lead to conflicts of interest. Call us to learn more about this topic and how it may be affecting your current portfolio without you knowing.

  • We don’t answer to a corporate parent or stockholders; we answer only to you, our clients.

  • We act as investment fiduciaries for our clients. Learn more about the difference between brokerage and advisory services. 

Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides access to a comprehensive array of tools and resources for independent financial advisors. This enables us to provide objective financial guidance to our clients. LPL Financial has no proprietary products.

* As reported by Financial Planning Magazine, 1996-2018, based on total revenue.